Adding an Activity Reservation and Applying a Payment

These are the steps for how to manually add an Activity Reservation and how to apply a payment in the Event Module in Eleo:

1) Navigate to Events > Search Events.

2) Click on your corresponding event.

3) Click on the Participants tab.

4) Click on the participant that you would like to set up an Activity Reservation for.

5) Click on ‘Add Activity Reservation’.

6) Complete the corresponding information for this participant.

**Please note: All fields with a red asterisk (*) in Eleo are required while all others are optional.

7) Click on Save.

8) It will show that the participant has an outstanding balance for this Event Activity. Click on ‘Add Payment’ to apply the gift or on ‘Save’ if you have not yet received this from your constituent. a. If you select ‘Save’, you may revisit applying the payment at a later time as seen in Step 12a.

9) Enter in the gift information and click on ‘Save’ to save this gift.

**Please note: While all fields with a red asterisk (*) in Eleo are required and all others are optional, it is very important that you keep the Event field on the gift screen selected with your corresponding Event Name for reporting purposes so that you can track the income for your Event Activities.

10) When you click on Save, you’ll notice that the Event Payments section that is located below updates. You can use the Edit button to make changes to the gift (Ex. Gift Amount) so that it updates with the amount applied (if needed):

User Tip: Always ensure that you click on ‘Save’ if you make an edit in Eleo.

11) Click on Exit to return to the Participants tab.

12) The Participants tab will now reflect that there is no longer an outstanding balance for this constituent:

Click on ‘Add Payment’ if you had previously added an Activity Reservation but are applying the payment at a later time. Revisit Steps 9 through 12 for this process.